azure compute

Microsoft’s move to build more of its own frontier AI models marks a major strategic shift, not just a product tweak. After years of leaning heavily on OpenAI for the most advanced capabilities behind Copilot and related services, the company is now signaling that it wants a stronger internal...

Microsoft’s latest quarterly numbers give investors reason to breathe—Azure’s cloud momentum remains real—but the biggest variable in the equation is getting messier: the reworked OpenAI relationship and the accounting fallout that followed. The short version is straightforward: Azure is growing...